See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,213 | $176,056-23.2% | $159,436-15.2% | $167,490-19.3% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 7.87% | 331.75%-323.9pp | 263.57%-255.7pp | 478.56%-470.7pp |
| Employer contribution / active EE | $2,283 | $5,297-56.9% | $4,829-52.7% | $4,837-52.8% |
| Participant deferral / active EE | $5,499 | $7,750-29.0% | $7,352-25.2% | $6,341-13.3% |
| Admin fee / account holder | $14,229 | $12,554+13.3% | $10,799+31.8% | $12,309+15.6% |